-8.8%
SMCI vs ENB
+2.1%
-10.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.2% | +7.3% |
| 7D | +1.3% | -4.7% | +5.9% | +1.7% |
| 30D | +6.6% | -5.9% | +12.5% | +7.1% |
| 3M | +25.4% | -14.2% | +39.7% | +27.2% |
| 6M | +26.1% | -8.6% | +34.7% | +25.7% |
| YTD | +37.0% | +3.9% | +33.1% | +32.0% |
| 1Y | -8.8% | +1.8% | -10.6% | -12.2% |
| All | -8.8% | +2.1% | -10.8% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ENB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling